Sr Mgr, Legacy Giving & Estate Administration
UNICEF Canada
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Benefits offered by this job
Job summary
UNICEF Canada is looking for a Senior Manager in Legacy Giving & Estate Administration to join its dedicated team in Toronto. This role will oversee estate administration and contribute to strategic initiatives aimed at enhancing legacy giving practices.
Ideal candidates will have strong project management skills, 5-7 years of relevant experience, and fluency in both English and French. The position offers a favorable salary, flexible-hybrid work model, and a comprehensive benefits package.
Qualifications
- 5-7 years of experience in estate administration within a charity or legal/trust office.
- Fluency in English and preferably French.
- Strong written and verbal communication skills.
Responsibilities
- Oversee the lifecycle of estate administration and planned gifts.
- Manage compliance and risk management of estates.
- Develop strategic engagement with estate representatives.
Skills
Education
Tools
Job description
Do you have superb attention to detail and a passion for meaningful impact?
Join UNICEF Canada – one of Canada’s most respected and historic charities – and be part of a high-impact, mission-driven team working across Canada and globally to create a better world for children.
We are seeking a talented individual for the role of Senior Manager, Legacy Giving & Estate Administration.
Senior Manager, Legacy Giving & Estate Administration
Full-time
Director, Legacy & Planned Giving
0
$75,000 to $85,000 per year with benefits and 3 weeks paid vacation
Toronto – UNICEF Canada is transitioning to a flexible-hybrid model that requires team members to attend the office on anchor days, Tuesdays and Wednesdays, at a minimum each week.
As a key member of UNICEF Canada’s Development team, the Senior Manager, Legacy Giving & Estate Administration leads the administration of the estates portfolio while also supporting broader legacy and planned gift strategies and activities. The role requires a strategic-thinking individual who has strong knowledge of estate administration, exceptional attention to detail, and well-developed project management and relationship-building skills – delivered in a manner that reflects UNICEF Canada’s mission, vision, and commitment to excellence.
Reporting to the Director, Legacy & Planned Giving, the Senior Manager will support as a subject matter expert and will be responsible for operationalizing the full lifecycle of legacy gifts from estate notification to realization of funds to stewardship and recognition. The role involves overseeing estate communications, requiring strong analytical skills and sound judgement in identifying complex issues. In addition, the incumbent demonstrates strong project management and relationship-building skills, contributing to thoughtful strategies and engagement with donors, families, allied professionals, and prospects, while working cross-functionally to support business needs. A bilingual (French/English) candidate is highly preferred.
If you’re energized by purpose-driven work and motivated to create lasting impact for children, we want to hear from you!
- Oversee the lifecycle of estate administration and other planned gifts, demonstrating excellence in timely reviews, personalized communications, appropriate follow-up, and adherence to all estate law, trust, and CRA guidelines and requirements.
- Act as the primary contact and relationship manager for estate families, representatives and lawyers.
- Regularly exercise due diligence and sound judgement when handling all estate communications including notices, releases, and statements of accounts.
- Manage compliance and risk management of estates, liaising with Director, Legacy & Planned Giving and legal counsel to resolve.
- Establish and maintain a high standard of regular written, verbal, and in-person communications with advisors, executors, and families throughout the administration process, delivering clarity and compassion.
- Maintain meticulous tracking of all estate activity in Raiser’s Edge database, advising on improvements when needed.
- Develop effective estate administration processes and business rules.
- Collaborate with internal and external teams on gift acceptance policy updates.
- Actively contribute to our strategic planning and KPIs for the Legacy team’s estate portfolio.
- Collaborate with Director, Legacy & Planned Giving on staff and donor education of planned giving options and impact of gifts.
- Develop strategic engagement with estate representatives and families and contribute to broad strategy for allied professionals.
- Manage special projects as needed.
- Provide regular reporting and updates to Director, Legacy & Planned Giving.
- Contribute to team updates, new ideas, and insights.
- Drive cross-team alignment of legacy giving practices to ensure integrated planning, reporting, and stewardship of legacy gifts.
- Support Director, Legacy & Planned Giving to develop and manage a portfolio of high value donors and complex gifts.
- Honour donors’ legacies through the development of personalized and meaningful stewardship and recognition opportunities, cultivating family legacies, and sharing the impact of gifts.
- Provide expertise to other colleagues on donors’ planned giving strategies and gift acceptance.
- Liaise and coordinate with internal teams and external stakeholders on initiatives and projects.
- Conceptualize and create, in consult with marketing team, planned giving tools and resources for donors, estate representatives, and staff.
- Manage and provide oversight on an estate pipeline, including forecasting, revenue realization, and risk mitigation across the legacy portfolio.
- Provide functional leadership and mentorship to colleagues across the Legacy Giving team on estate administration, planned giving strategies, and donor stewardship best practices.
- A post-secondary degree, diploma or equivalent work experience with a focus in estate administration, gift planning, law/paralegal, or other related discipline.
- 5-7 years minimum related work experience in estate administration within a charity, or legal/trust office.
- MTI, TEP, MFA-P or CFRE designations are considered assets.
- Bilingual (French) candidate highly preferred.
- Experience administering estates across Canada or knowledge of varying rules and processes by province.
- Results-driven with the ability to work in a fast-paced environment, prioritize, and multi-task with strong organizational skills and follow-through.
- Proven ability to collaborate with stakeholders, seek information when needed, exercise sound judgement, and risk management.
- Fluency in English with strong written and verbal communication skills.
- Experience with CRMs (Raiser’s Edge or Salesforce preferred).
- Proficiency in MS Office Word, Excel, PowerPoint, and SharePoint.
- Dedication to lifelong learning with interest in professional development, new estate giving trends, and tax and philanthropy laws.
- Excellent interpersonal, oral, and written communication skills.
- Superb attention to detail and strong planning and time management skills.
- Experience managing completing priorities and meeting deadlines.
- Self-starter and resourceful with a collaborative spirit.
- Knowledge of and interest in UNICEF’s mission and values.
- Commitment to respect and inclusiveness.
UNICEF Canada is where diverse talent & passion come together to create extraordinary impact for every child. We are committed to being an employer of choice and building a culture that is inclusive, ambitious, compassionate, and high impact.
- Extended Health/Dental benefits, Healthcare Spending Account, and Wellness Account.
- Life, AD&D, & Long-Term disability insurance coverage.
- Employer match contributions (5%) to a Group Pension Plan.
- Access to parental leave top-up.
- Flexible-hybrid work environment to support the work-life integration needs of our team.
- Minimum 3 weeks of annual vacation (increases with time served) & 1 additional day per year of service (max 30).
- 9 to 11 employee wellness days – an additional series of pre-set days off, given annually to further extend long weekends.
- Discounted rate for a GoodLife gym membership.
- Access to an Employee and Family Assistance Program.
- Access to a comprehensive global learning platform with over 1600 courses, webinars & resources.
- Internal leadership development, training, & mentorship programs that integrate Anti-Racism and diversity, equity and inclusion principles.
- Opportunities to access both local & global stretch assignments.
- Centrally located head office in mid-town Toronto with satellite offices in Calgary & Montreal.
- Easily accessed by public transit and a short walk from several parking locations.
- Inclusive & accessible co-working and meeting spaces designed to foster purpose at every turn and accommodate the diverse needs of employees.
- Under the leadership of a dynamic, accomplished, and experienced executive leadership team, you’ll be part of a diverse & talented Canada team committed to creating meaningful impact while fostering an inclusive and supportive work environment.
- You’ll join a global UNICEF family with a shared commitment to impact the lives of children.
UNICEF Canada is an inclusive workplace and is committed to championing diversity, equity, inclusion and accessibility. Requests for accommodation can be made at any stage of the recruitment process.
UNICEF Canada believes strongly in personal connections, and our hiring process is entirely human-driven. We do not use AI or automated systems to review applications or conduct interviews. Each candidate is evaluated by our experienced team to ensure a fair and thoughtful hiring experience.
UNICEF Canada is committed to equal opportunity and does not discriminate on the basis of any protected category. We celebrate diversity in all its forms and are dedicated to creating an inclusive and respectful work environment.
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